# 2. Real-Time Sales Tracking

User Type: **Affiliate**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 2. Real-Time Sales Tracking

### 2.1 Live Referral Activity
**What it does:** Shows the Affiliate their referral activity in real time: new clicks, sign-ups, and purchases as they happen. The Affiliate sees a live feed of referral events with timestamps. This gives the Affiliate immediate feedback on their promotion efforts.

**Sub-features:**
- Live feed of referral events
- New clicks shown in real time
- New sign-ups shown in real time
- New purchases shown in real time
- Timestamp per event
- Live activity available on web and mobile
- Activity event logging (viewed)
- Audit logging of the live referral activity

**Affiliate User Journey:**
1. Affiliate opens the dashboard.
2. The live referral activity feed is shown.
3. New clicks appear in real time.
4. New sign-ups appear in real time.
5. New purchases appear in real time.
6. Each event has a timestamp.
7. Affiliate opens Profile → "Activity" and confirms the activity events are recorded.

**Rules & Edge Cases:**
- The referral events are shown in real time.
- Each event has a timestamp.
- Activity events (viewed) are logged with the account and the timestamp.
- The live referral activity is audit-logged with the account and the timestamp.

### 2.2 Sales Funnel Overview
**What it does:** Shows the Affiliate their referral sales funnel: the number of clicks, sign-ups, and purchases, and the conversion rate between each stage. The Affiliate sees where prospects drop off and how effective their promotion is. This helps the Affiliate optimize their approach.

**Sub-features:**
- Click count in the funnel
- Sign-up count in the funnel
- Purchase count in the funnel
- Conversion rate between stages
- Funnel visualization
- Funnel available on web and mobile
- Funnel event logging (viewed)
- Audit logging of the sales funnel overview

**Affiliate User Journey:**
1. Affiliate opens the dashboard.
2. The sales funnel overview is shown.
3. The click, sign-up, and purchase counts are shown.
4. The conversion rate between stages is shown.
5. The funnel visualization is displayed.
6. Affiliate identifies where prospects drop off.
7. Affiliate opens Profile → "Activity" and confirms the funnel events are recorded.

**Rules & Edge Cases:**
- The funnel shows clicks, sign-ups, and purchases.
- The conversion rate is shown between stages.
- Funnel events (viewed) are logged with the account and the timestamp.
- The sales funnel overview is audit-logged with the account and the timestamp.

### 2.3 Recent Referrals List
**What it does:** Lists the Affiliate's most recent referrals: the referred customer, the course, the date, and the status. The Affiliate can view the details of each recent referral. This gives the Affiliate a quick view of their latest activity.

**Sub-features:**
- List of recent referrals
- Referred customer, course, date, and status per referral
- View a referral's details
- Sort by date
- Filter by status
- Recent referrals available on web and mobile
- Referrals event logging (viewed)
- Audit logging of the recent referrals list

**Affiliate User Journey:**
1. Affiliate opens the dashboard.
2. The recent referrals list is shown.
3. Each referral shows the customer, course, date, and status.
4. Affiliate views a referral's details.
5. Affiliate sorts by date.
6. Affiliate filters by status.
7. Affiliate opens Profile → "Activity" and confirms the referrals events are recorded.

**Rules & Edge Cases:**
- The referrals show customer, course, date, and status.
- The list can be sorted by date.
- The list can be filtered by status.
- Referrals events (viewed) are logged with the account and the timestamp.
- The recent referrals list is audit-logged with the account and the timestamp.